OQS
AVBC

Occudo Quantitative Strategies’s Avidia Bancorp AVBC Stock Holding History

Occudo Quantitative Strategies’s Portfolio AVBC Stock Details AVBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-13,492
Closed -$227K – 972
2025
Q4 		$227K Buy
+13,492
New +$212K 0.02% 567

Other funds holding AVBC

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Occudo Quantitative Strategies's AVBC Position: Q1 2026 in Review

Occudo Quantitative Strategies sold out of Avidia Bancorp (AVBC) in Q1 2026, closing a stake of 13,492 shares — an estimated $227K sold.

Occudo Quantitative Strategies first reported a position in AVBC in Q4 2025 and held it in 1 quarter. The position peaked at $227K in Q4 2025. 66 funds tracked by Wall St. Rank hold AVBC as of Q1 2026.

  • Occudo Quantitative Strategies reported no remaining Avidia Bancorp position as of Q1 2026 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 13,492 Avidia Bancorp shares in Q1 2026, an estimated $227K.
  • Occudo Quantitative Strategies first reported a position in Avidia Bancorp in Q4 2025 and held it in 1 quarter.
  • Occudo Quantitative Strategies's Avidia Bancorp position peaked at $227K in Q4 2025.
  • 66 funds tracked by Wall St. Rank held Avidia Bancorp as of Q1 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2026, filed 15 May 2026.